Asset Management - Shareholder Services - Analyst

If you are a collaborative team member, solutions orientated and deliver premier client service, J.P.

Morgan is the place for you!

As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P.

Morgan Funds.

You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans.

By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry.

The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals.

The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change.

Job Responsibilities


* Participate in problem resolution for client accounts


* Process trades and information requests for clients


* Educate clients about JPMorgan products and valueadd resources


* Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses

Required qualifications, capabilities and skills


* Possess high energy, a great attitude and exceptional service skills


* Bachelor's Degree or equivalent client service experience


* Industry knowledge


* Strong written and oral communication skills


* Relationship building and problem solving skills


* Attention to detail


* Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation ...